Malissa Worrell
Investment adviser representative at Mwa Financial Services, Inc.
18 yearsExperience
1 stateRegistered in
$640MFirm assets
10 yearsFirm in business
Are you Malissa Worrell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Mwa Financial Services, Inc.Jun 2024 to now
- Modern Woodmen of AmericaMay 2024 to now
- Self EmployedDec 2008 to now
- Mutual of OmahaDec 2018 to Jun 2024
- Mutual of Omaha Insurance CompanyDec 2018 to Jun 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (KY).
Mwa Financial Services, Inc.
$640MAssets managed
2,012Clients
213Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7055995
- Firm CRD
- 112630